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Mobile devices
  • tsmc
    TSMC CEO CC Wei has disclosed the foundry's more optimism about chip demand for 5G smartphones in 2020, and its forecast of the 5G smartphone penetration rate next year has already been revised upward to 15% from its previous single-digit estimate made six months ago.
  • Sever ODMs see tight supply for Intel 14nm CPUs
    The impact of the shortages of Intel's 14nm CPUs seems to be rippling out from the PC to the sever sector. Sever ODMs now see tight supply for Intel 14nm CPUs with their stocks reportedly going under safe levels. Despite the pressure, the server...
  • Global shipments of Google's Pixel 4 lineup are expected to approach 12-14 million units
    Global shipments of Google's just-unveiled Pixel 4 lineup are expected to approach 12-14 million units as the company is expanding its cooperation with telecom operators to promote the new models, according to sources from Taiwan's handset supply chain.
  • Huawei has announced that during the first three quarters of 2019 it generated CNY610.8 billion
    Huawei has announced that during the first three quarters of 2019 it generated CNY610.8 billion (US$86.05 billion) in revenues, an increase of 24.4% on year. The company's net profit margin in the period was 8.7%.
  • FIH to see 4Q19 revenues driven by Pixel 4 orders
    FIH Mobile, a Hong Kong-listed handset arm of Foxconn Technology Group (Hon Hai Precision Industry), is expected to see its fourth-quarter revenues driven by shipments for the new Google Pixel 4 device, according to market sources.
  • Quanta reportedly is considering stopping assembly operation for Apple Watch in 2020
    Apple Watch is emerging as a crucial cash cow for its vendor, but it seems a hot potato for its most veteran assembler Quanta Computer, which reportedly is considering stopping assembly operation for the device in 2020 amid thinning profitability, according to industry sources.
  • Global 5G smartphone shipments to approach 300 million units next year
    No one could do better than TSMC when it comes to predicting the possible size of next year's 5G smartphone market, as the top foundry house can rely on order visibility from chip clients to support its estimation. Now some industry sources have cited TSMC's internal estimates as expecting global
  • Google to team up with Taiwan Mobile to sell Pixel 4
    Google has unveiled its latest smartphones, the Pixel 4 and Pixel 4 XL, and will team up with Taiwan Mobile to campaign the new lineup along with its Pixel 3a and Nest Mini smart speakers in Taiwan by the end of 2019.
  • Google Pixel 4 smartphone
    Google has unveiled the Pixel 4 smartphone that packs new technology into a new design and is pre-installed with the latest version of Android.
  • Supply of high-end camera lens for smartphones has been tight
    Supply of high-end camera lens for smartphones has been tight thanks to handset vendors rushing to incorporate multi-lens solutions into their new models, indicating bright shipment prospect for major lens makers such as Largan Precision in the fourth quarter of 2019 and beyond, according to industry...
  • 5g
    Global shipments of 5G phones could approach 300 million units in 2020, much higher than most market observers expect, according to industry sources, citing an internal estimate at TSMC.
  • TSMC is gaining growth momentum from better-than-expected sales of Apple's iPhone 11 series
    Strong demand from the 5G sector is apparently not the only factor driving TSMC's sales growth. The foundry house is gaining growth momentum from better-than-expected sales of Apple's iPhone 11 series for fourth-quarter 2019, and first-quarter...
  • Oppo has been growing its smartphone sales at home and overseas
    China's handset vendor Oppo has been growing its smartphone sales at home and overseas thanks to the adoption of a two-pronged strategy, according to market observers.
  • Oppo and Vivo both are reportedly accelerating the developments of 5G smartphones
    China-based handset vendors Oppo and Vivo both are reportedly accelerating the developments of 5G smartphones and are expected to roll out their respective 5G phones at the end of 2019 or in early 2020, which will be about 2-3 months ahead of schedule, according to sources from Taiwan's IC supply ch...
  • Higher-than-expected sales of Apple iPhone 11 to drive TSMC revenue growth
    Sales of the iPhone 11 series have been better-than-expected, brightening the outlook for TSMC's sales performance in the following quarters, according to market observers.
  • Synnex Technology has reported consolidated revenues of NT$29.715 billion for September
    IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$29.715 billion (US$956 million) for September, increasing 3.17% sequentially but decreasing 19.00% on year.
  • Texas Instruments is revamping the way of selling its products
    Texas Instruments is revamping the way of selling its products, relying less on distributors. TI earlier this month decided to terminate Avnet's rights to distributing its products starting 2021, and Taiwan-based WPG and WT Micro have just disclosed their distribution...
  • Apple is likely to outrace Huawei to recapture second place in the global smartphone vendor ranking
    Buoyed by brisk sales of the iPhone 11 lineup, Apple is likely to outrace Huawei to recapture second place in the global smartphone vendor ranking in the fourth quarter of 2019 after losing out to the Chinese rival since the second quarter of 2018, according to market watchers.
  • Samsung has announced its earnings guidance for the third quarter of 2019
    Samsung Electronics has announced its earnings guidance for the third quarter of 2019, expecting consolidated sales to reach KRW62 trillion (US$51.94 billion) and consolidated operating profit to come to KRW7.7 trillion.
  • EMC upbeat about 4Q19

    Oct 7, 15:40
    EMC expects significant revenues for fourth-quarter 2019
    Taiwan's leading CCL maker Elite Material (EMC) expects significant revenues for fourth-quarter 2019, bolstered by encouraging sales of iPhone 11, according to industry soruces.
  • HTC has reported revenues of NT$1.275 billion for September
    HTC has reported revenues of NT$1.275 billion (US$41.24 million) for September, up 73.7% on month and 1.53% on year. The annual gains for the month were the company's first in two years.
  • Global smartphone shipments are expected to grow at a CAGR of 3.8% during a 5-year forecast period
    Global smartphone shipments are expected to grow at a CAGR of 3.8% during a 5-year forecast period from 2019~2024, driven by replacement demand for entry-level smartphones in emerging markets and commercialization of 5G networks, according to Digitimes Research.
  • China-based handset vendors are expected to be able to ramp up their 5G phone shipments
    China-based handset vendors are expected to be able to ramp up their 5G phone shipments significantly in the first quarter of 2020, outracing combined shipments from rival Korean brands, Samsung Electronics and LG Electronics, according to industry sources.
  • Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum
    Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum as telecom operators in China, which has the potential to become the world's largest market for 5G phones, have given the priority to the development of related sub-6 GHz technology instead of mmWave one, according...
  • MediaTek is set to roll out more 5G SoCs next year
    Device pricing is expected to be a major factor determining the pace of growth in China's 5G smartphone market next year, and Chinese vendors are keen to make sure that their phones are affordable. Naturally they are demanding their componets...

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